top of page

Understanding Investments - Traditional vs Roth

we broke down traditional and Roth IRAs, making it simple to understand the benefits and differences. Traditional IRAs provide an upfront tax advantage but are taxed later, while Roth IRAs are funded with after-tax dollars, growing and withdrawing tax-free. Compound interest and starting early with consistent contributions amplify long-term growth, regardless of the account type. For those offering life insurance, understanding these principles helps you better address client needs, showcasing how permanent life insurance can complement or even replace traditional retirement accounts.


To view this post, click the link below:

Passcode: SL!aW5v#



0 comments

Recent Posts

See All

Comentarios


clint simpson.jpg

Clint Simpson

"Last month we did 28 life and 6 disability. By far our best premium month we've ever had. The team is loving the program, and are hooked and looking forward to many  more eye opening training sessions."

Unlock Your Potential with Coach P Consulting: Get Inspired on Social Media

  • Instagram
  • Facebook

© 2021 David Peterson - Insurance Coach

bottom of page